Setting up and Managing Obbi

Our interactive admin guide for setting up and configuring your Obbi account is available here: Getting Started with Obbi.

As a quick checklist, here are the main elements to focus on to get started:

• Uploading your existing Health and Safety Policy to Obbi:
  • Documents User Guide
• Set up your critical Training Materials (either documents, presentations, or videos):
  • How to Create a Training Course
  • Training User Guide
• Set up your critical Tasks and Checklists (either paper-based, spreadsheets, or other):
  • How to Create a Task
  • Tasks User Guide
• Set up your core Risk Assessments (either paper-based or digital):
  • How to Create a Risk Assessment
• Upload your Staff list (names, email addresses, and team membership)
• Get your equipment list (for pre-start checks via QR code)
• Any other materials you feel are relevant (existing policies, SOPs, manuals etc.)
   

If you have any questions, please contact your Customer Success Manager or mail us directly at support@obbisolutions.com.